Jan 19, 2024
When it comes to retirement, understanding Required Minimum Distributions (RMDs) and staying ahead of them is important for financial success in retirement. In our latest podcast, Matt Pastor, RICP explains the intricacies of RMDs and sheds light on why early planning is essential.
Here’s some of what we discuss in this episode:
- How RMDs have changed in the last couple of years.
- What should you be thinking about if you’re turning 73 this year?
- The four primary options for how to use your RMD withdrawals.
- If you’re still a decade out, there are some tax planning conversations you should be having.
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